Gains are made in minutes and reported for years.
Shares, funds and digital assets each have their own reporting rules, and the records you need are far easier to keep as you go than to reconstruct at the end. We handle the reporting and tell you what to keep.
You invest across several places, and no one statement shows the whole picture
Platforms report to you in their own formats and on their own calendars. None of them is a tax computation, and none of them knows about the other holdings.
Property in the portfolio?
Property has its own rules and shorter reporting deadlines. That work sits with UK Property Accountants, our specialist group firm.
Different assets, different rules, one return
The outline below is the general shape of each. Rates, allowances and thresholds change with each Finance Act, so the figures that apply to your year are confirmed when we prepare the return rather than assumed here.
Where you have bought the same holding at different times, the cost of what you sold is worked out under set rules rather than by picking a purchase. Buying back soon after selling is treated specially.
Offshore funds with and without reporting status are treated differently, and income can arise without any distribution being paid to you.
Exchanging one token for another, or using tokens to pay for something, can each be a disposal. Staking and similar rewards have their own treatment.
Reported separately from disposals, with foreign dividends and any tax withheld abroad needing their own treatment.
Losses are not automatically applied. Claiming them in time preserves the ability to set them against future gains.
Turn the exports into a position you can file
Pooling and matching worked through properly across every holding, not platform by platform.
Talk to us → 02 · DigitalCrypto disposalsExchange and wallet data reconciled into a single position, including token-for-token disposals.
Talk to us → 03 · IncomeDividends, interest & fund incomeIncluding offshore funds and income that arises without anything being distributed to you.
Talk to us → 04 · LossesLoss claimsIdentified, claimed within time, and carried forward so they are available against later gains.
Talk to us → 05 · OverseasForeign holdings & reliefAssets held abroad, tax withheld at source, and relief claimed where a treaty allows it.
See how it works → 06 · RecordsWhat to keep, and howA record-keeping routine that makes next year straightforward instead of another reconstruction.
Talk to us →The ones that come up every year
I only made small gains. Do I still need to report?
It depends on the size of the gains and proceeds against the allowances and reporting thresholds for that year, and on whether you already file a return. Those figures move, so we check them against the year in question rather than working from memory.
My exchange has closed or I have lost access to old records.
Common, and workable. We reconstruct what we can from the evidence that does exist and take a reasonable, documented position on the rest, with the basis recorded in case it is ever queried.
Is swapping one token for another really a disposal?
Generally yes. Disposing of one asset to acquire another is a disposal of the first, even though no cash was involved. This surprises people most often, and it is where the largest unreported positions tend to sit.
Do I need to report anything held in an ISA or pension?
Generally not, which is precisely why keeping the wrapper and non-wrapper holdings clearly separated makes everything else easier.
I have not reported gains from earlier years. What now?
There are established routes for correcting earlier years, and coming forward voluntarily is treated differently from being found. It is worth dealing with rather than leaving, and we can talk it through without commitment.
You will know the number before we start
Engagements start at £450, priced by the engagement and fixed before we begin. All figures exclude VAT.
How our pricing works →Send us the exports.
A short set of questions about what you hold, where it is held, and what you have sold. We come back with a scope and a fixed price. If we are not the right firm for you, we will say so rather than quote for it.
Start scoping →